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Brian Freeman, ChFC®,CLU®CA License No. 0667950
Phone: (949) 223-8327
Brian specializes in life and disability insurance, as well as managing his clients’ money to help them reach their financial goals. Brian's commitment to continuing education and his recognized efforts in the areas of client services, have established him as one of the most distinguished professionals in the California financial services industry. He has been with Tax & Financial Group for over 27 years and currently serves approximately 500 individual clients and businesses. Brian graduated with a Bachelor of Science Degree in Business from the University of Redlands. He has earned both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC® ) designations as well as the Series 6, 7 and 63 securities registrations. Brian is a member of MDRT, an international network of leading financial services professionals who serve their clients with exemplary performance and the highest standards of ethics, knowledge, service and productivity. He is also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc, member FINRA/SIPC. Brian enjoys golfing, travel to tropical locations, and spending time with his sons. He resides in Newport Beach, California. Brian's Professional Philosophy "I am in this business for the long-term and seek to help my clients in all aspects of their personal, professional, and financial lives." 
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4001 MacArthur Blvd., 3rd Floor Phone: |
Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Tax & Financial Group, 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA, 92660
(949) 223-8100 or Toll Free (800) 373-2177
Copyright 2012 Tax & Financial Group, Securian Financial Network. All Rights Reserved.